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This Guide describes main points of Salesforce Integration usage, including leads creation and management and logging activities (inbound, outbound calls). Other x-bees documentation: x-bees partner program documentation. Created: February 2022 Updated: January 2023 Permalink: https://wildix.atlassian.net/wiki/x/7hfOAQ |
Table of Contents
Introduction
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For Requirements and Activation, check x-bees Admin Guide. |
From x-bees, it is possible to create new SF leads and manually log activities to SF:
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To manually log activities, open a Salesforce lead on x-bees. You have two options:
- Create Task
- Log Activity
Starting from x-bees v. 1.6.1.326902, users who created a task or logged a call via x-bees, can edit the tasks in Salesforce. A task is assigned either to the user who is making a call, or to the user who owns the record.
Note, that inbound and outbound calls via PBX are automatically logged for all users that have a match in Salesforce (leads, contacts, accounts) and are displayed in Salesforce as completed tasks.
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